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Excel for Professionals: Tools, Tricks & Techniques

Information on the training

Available on your premises or remotely
7h30

🔸Context and Challenges

In a professional context where the volume of data and complexity of analyses are increasing, many Excel users face challenges such as:

  • Time lost due to repetitive manual data entry and processing

  • Frequent errors in calculations and reports

  • Difficulty leveraging Excel’s advanced functions to create reliable dashboards

  • Difficulty centralizing and managing parameters effectively in Excel files

🔸 Training Benefits

This training program enables participants to:

  • Save time by using keyboard shortcuts and automation tools

  • Ensure data and analysis reliability by applying clear layer separation and using structured tables

  • Centralize and manage parameters to simplify file updates and maintenance

  • Master advanced functions to automate complex calculations and reduce repetitive tasks

  • Create dynamic dashboards to facilitate fast and effective decision-making

  • Apply acquired skills through a complete case study

🔸Key Strengths of the Training

  1. Practical and hands-on approach, focused on exercises and a complete case study

  2. Progression suitable for all regular Excel users, from basic to advanced techniques

  3. Proven methods to save time, ensure data reliability, and reduce errors

  4. Advanced tools and techniques: structured tables, advanced functions, parameter centralization, dynamic dashboards

  5. Accessible: no advanced Excel skills required; only basic knowledge is needed

  6. Results-oriented: participants leave with skills immediately applicable in their professional work

🔸 Objectives

1. Evolution Objectives

By the end of the training, participants will be able to:

  • Master efficient and structured Excel workflows. Participants will learn how to organize data, separate layers clearly, and structure spreadsheets for maximum clarity and performance

  • Automate repetitive tasks and calculations. Participants will be able to use advanced functions, formulas, and structured tables to reduce errors and save time

  • Create dynamic dashboards for decision-making. Participants will acquire skills to design interactive dashboards that provide clear insights and facilitate informed decisions

2. Learning Objectives

Participants will acquire:

  • Knowledge of Excel best practices, including structured tables, layer separation, and parameter centralization.

  • Advanced formula skills, including lookup functions, conditional calculations, and data aggregation techniques.

  • Ability to build and analyze dashboards, transforming raw data into actionable insights using charts, pivot tables, and dynamic reports

🔸 Example of Practical Application

  • Automate reporting processes by creating templates and using formulas to reduce manual updates

  • Analyze and summarize data from multiple sources using structured tables and advanced functions

  • Design dynamic dashboards to monitor key performance indicators (KPIs) and support rapid, data-driven decision-making

Training plan

9h00 - 9h30
Welcome and Introduction
9h30 - 10h30
Keyboard Shortcuts
10h45 - 11h45
Organizing Worksheet Layers
11h45 - 12h45
Systematic Use of Structured Tables
13h45 - 14h15
Centralization of settings
14h15 - 15h15
Advanced functions
15h15 - 16h15
Dynamic dashboards
16h30 - 17h30
Complete case study
17h30 - 18h00
Conclusion and next steps
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Target Audience:

This training is designed for anyone who regularly uses Excel in their daily work and wants to move from basic usage to a more efficient, structured, and high-performing use, in particular:

  • Analysts, management controllers, and reporting managers seeking to automate and ensure the reliability of their tables and reports

  • Project managers and operational managers aiming to create dynamic and actionable dashboards quickly

  • Business owners and executives wishing to enhance decision-making through powerful analytical tools and concise dashboards

  • Anyone looking to save time and reduce errors in Excel through advanced methods and tools

Educational Resources:

  • Teaching materials: Use of PowerPoint presentations to illustrate key concepts and project phases

  • Theoretical presentations: Clear and concise explanation of the fundamentals of Financial Forecast Management

  • Interaction and participation: Interactive Q&A sessions to encourage participant engagement and address their questions

Instructional Methods:

  • Active and inquiry-based method: Promote participant engagement through discussions and questioning

  • Participatory approach: Encourage reflection and peer-to-peer exchanges to strengthen collective understanding

Training Format:

  • In-person training allowing real-time interaction and personalized follow-up

  • Interactive format with regular exchanges to answer questions and stimulate critical thinking

Evaluation and Follow-up:

  • Immediate evaluation at the end of the training (debrief on any gaps)

  • Implementation of tools to ensure proper follow-up (attendance sheet, training certificate)

  • Delayed evaluation (recommended after 3 or 6 months)

Maximum team
3 people
Prerequisites
Basic Excel skills
Cost per person
1 075€ HT - 1 290€ TTC
Qualiopi Certified Training Organization – Training Activity (L.6313-1)
Training eligible for public–private OPCO funding in France